Angel Oak Capital Advisors Launches Income ETF Focused on Residential Mortgage Credit Opportunities
November 08 2022 - 8:00AM
Business Wire
Following the successful launch of the
UltraShort Income ETF, Angel Oak continues the expansion of its ETF
suite
Angel Oak Capital Advisors, an investment management firm that
specializes in value-driven structured credit, is excited to
announce the launch of the Angel Oak Income ETF (NYSE: CARY). The
firm’s second actively managed exchange-traded fund provides
investors with the opportunity to invest primarily across U.S.
structured credit with a strong bias toward residential mortgage
credit.
The Fund’s significant allocation to structured credit combined
with Angel Oak’s experience in these fixed-income asset classes
should drive significant yield at a moderate duration compared to
other similarly rated corporate bond indices as well as broad
fixed-income markets.
“We are excited to be delivering our second actively managed ETF
product in as many weeks,” said Sreeni Prabhu, group CIO and
managing partner at Angel Oak Capital Advisors. “Our continued
growth into the ETF space underscores our position as a
front-runner in filling a gap in the structured credit market for
investors.”
The ETF will be managed by Angel Oak’s experienced portfolio
management team, which since 2011 has managed mutual funds that
allocate to these types of securities. In addition, Ward Bortz
joined Angel Oak in June as a portfolio manager of the new ETF as
well as of the firm’s recently launched UltraShort Income ETF
(NYSE: UYLD).
“There has rarely been an investment opportunity as compelling
as what we are seeing today in U.S. structured credit assets,”
remarked Bortz. “We are at a time in the market when these
income-driven solutions are needed and being sought after by
investors. Angel Oak has been a pioneer in structured credit
investing for over a decade, and I am excited to continue to grow
the firm’s ETF business to help meet the needs of investors.”
To learn more about the Fund and Angel Oak, please visit
angeloakcapital.com.
About Angel Oak Capital Advisors, LLC
Angel Oak is an investment management firm focused on providing
compelling fixed-income investment solutions to its clients. Backed
by a value-driven approach, Angel Oak seeks to deliver attractive,
risk-adjusted returns through a combination of stable current
income and price appreciation. Its experienced investment team
seeks the best opportunities in fixed income, with a specialization
in mortgage-backed securities and other areas of structured
credit.
Investors should carefully consider the investment objectives,
risks, charges and expenses of the Fund. This and other important
information about the Fund is contained in the Prospectus which can
be obtained by calling Shareholder Services or from
www.angeloakcapital.com. The Prospectus should be read carefully
before investing.
Investing involves risk; principal loss is possible.
Investments in debt securities typically decrease when interest
rates rise. This risk is usually greater for longer-term debt
securities. Investments in lower-rated and nonrated securities
present a greater risk of loss to principal and interest than
higher-rated securities do. Investments in asset-backed and
mortgage-backed securities include additional risks that investors
should be aware of, including credit risk, prepayment risk,
possible illiquidity, and default, as well as increased
susceptibility to adverse economic developments. Derivatives
involve risks different from—and in certain cases, greater than—the
risks presented by more traditional investments. Derivatives may
involve certain costs and risks such as illiquidity, interest rate,
market, credit, management, and the risk that a position could not
be closed when most advantageous. Investing in derivatives could
lead to losses that are greater than the amount invested. The Fund
may make short sales of securities, which involves the risk that
losses may exceed the original amount invested. The Fund may use
leverage, which may exaggerate the effect of any increase or
decrease in the value of securities in the Fund’s portfolio or
higher and duplicative expenses when it invests in mutual funds,
ETFs, and other investment companies. For more information on these
risks and other risks of the Fund, please see the
Prospectus.
ETFs may trade at a premium or discount to NAV. Shares of any
ETF are bought and sold at market prices (not NAV) and are not
individually redeemed from the Fund. Brokerage commissions will
reduce returns. The Fund is an actively managed ETF, which is a
fund that trades like other publicly-traded securities. The Fund is
not an index fund and does not seek to replicate the performance of
a specified index.
The Angel Oak Funds are distributed by Quasar Distributors,
LLC.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20221108005680/en/
Media: Trevor Davis, Gregory FCA for Angel Oak Capital Advisors
443-248-0359 trevor@gregoryfca.com Company: Randy Chrisman, Chief
Marketing & Corporate IR Officer, Angel Oak Capital Advisors
404-953-4969 randy.chrisman@angeloakcapital.com
Angel Oak Income ETF (AMEX:CARY)
Historical Stock Chart
From Nov 2024 to Dec 2024
Angel Oak Income ETF (AMEX:CARY)
Historical Stock Chart
From Dec 2023 to Dec 2024